I'm a licensed Financial Advisor with a Series 7, 66, life, accident and health license, as well as a property and casualty license. I have an extensive background in helping individuals and businesses with developing wealth-building, investment, and retirement strategies, estate planning, developing tax strategies, and implementing customized plans that fit each client's needs. However, an area that is near and dear to my heart is helping women turn life transitions into financial confidence. I specialize in helping women make informed financial decisions after divorce, widowhood, career changes, and other major life transitions.
I genuinely love what I do and actually look forward to coming into the office and sitting down with clients. The work feels meaningful in a way I never expected. I'm helping people build financial security that changes how they live for the rest of their lives, and developing lifelong relationships with my clients is an added bonus.
Being a busy mom who works full-time has taught me how to handle stressful situations calmly and explain complicated information simply, clearly, and efficiently. My clients tell me they appreciate how fast I respond and how straightforward I am when walking them through their options.
What I find most interesting about this work is learning what matters most to each person. Everyone has different priorities and goals. Some want to retire early. Others want to grow a business or leave something for their kids. Figuring out what someone actually cares about helps me give advice that fits their real life, not some generic template.
My schedule outside work revolves around my family. My husband Brent and I have been married almost two decades. Our son Cian plays travel baseball, and our daughter Rhielle does All Star Cheer. Most evenings and weekends, I'm at a game, practice, or competition. I'm upfront with clients that I'm happy to meet outside normal hours, but it'll probably need to be over Zoom because I'm rarely home. The flexibility this job gives me to stay involved in their activities is something I don't take for granted.
When I'm not working or shuttling kids around, I love to read, cook, and stay active. I've always been interested in and very involved in health and fitness. I also have two German Shepherds who work as service dogs, and I enjoy training with them whenever I get the chance. It keeps me focused and reminds me that good results come from patience and consistency, whether you're teaching a dog new commands or helping someone plan for retirement.